William Congdon

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 02/2019
  Unemployed
  Redmond, WA
• 12/2014 → 11/2018
  Washington National Primate Research Center
  Seattle, WA
• 02/2019 → 03/2022
  Equitable Advisors, Llc
  New York, NY
• 03/2022 → Present
  Fidelity Investments
  Seattle, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seattle, WA
• 2020-09-21 → 2022-03-07
  Equitable Advisors, Llc
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11
• S63 Uniform Securities Agent State Law Examination
  2019-04-04

Other Names

• Bill Congdon
• William Congdon
• William Laurence Straker Congdon